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Work Background
Structured Asset FundingParalegal
Apr. 2016
Structured Asset ServicesClient Relations/Sales Coordinator
Mar. 2014 - Aug. 2016Broward Blvd, Fl
Structured Asset ServicesClient Relations Representative
Jun. 2013 - Feb. 2014Broward Blvd, FLJob Summary: Provide a pleasant experience to current and potential clients by exceeding expectations thought prompt and courteous support. Duties:
- Promptly accept inbound and make outbound calls to clients for information and documentation.
- Taking accurate and complete applications for Pre-Settlement Clients interested in funding. - Working internally with the Research, Document Retrieval, Underwriting and Purchasing departments to ensure a seamless client experience.
- Researching court files throughout the US to obtain information about prior Court Rulings.
- Conducting research through the CLEAR Online Database (Consolidated Lead Evaluation and Reporting).
- Setting up notaries to meet clients and processing payments of invoices. - Scan & upload files, inputting payment streams, performing data entry and any other duties as assigned.
- Preparation of various documents as needed for the clients and for management such as Cash Advances and Procedure Manuals.
GNJ Manufacturing IncCorporate Account Specialist
Mar. 2013 - Jun. 2013Hallandale Beach, Florida, U.S.A.Serve clients by accepting and processing orders, verifying availability, responding to inquiries and providing status updates on the manufacturing of the goods. Once the good have been shipped; I also create and submit invoices, track all orders during the shipment process until the client has confirmed receipt of their complete order. Duties:
- Provide general support to the VP of Sales, Senior Account Specialist and other staff members.
- Prepare Weekly and Monthly Reports - Assist as necessary with new product designing and product marketing - Verifies Information, Prepares Documents, and Conducts General Record Keeping. - Work as a team and independently to resolve inconsistencies and reviews data for errors. - Using QuickBooks; Process client transaction such as sales orders, invoices, and credit memos.
- Submit orders to the China Factory for manufacturing. - Providing client consultation for costs on established and new products.
- Assist as necessary with New Business Development.
BVI Electricity CorporationAdministrative Assistant
Jul. 2009 - Nov. 2012Road Town, Tortola, B.V.I.- Provide support to the Human Resource Manager and Deputy Human Resource Manager, and as required the General Manager and Deputy General Manager.
- Compile and Prepare Monthly Statistics Reports for the Corporation. - Investigate, review and respond to all inquiries received about the Human Resource Department and the Administration of the Corporation.
- Implementing and maintaining Policies and Procedures for the Human Resource Department.
- Manage applications for employment and assist with the recruitment process.
- Assist with the orientation of new employees and train new employees within the Department. - Order (externally) or Requisition (internally) supplies for the office. - General Responsibilities: Create and maintain personnel files, use the fax machine, photocopier, typewriter, computer and other office equipment, and prepare memoranda, letters and reports for management and staff in other departments. - Act as the Executive Secretary to the General Manager
Open, sort and distribute incoming correspondences and packages. Additionally I prepare correspondences and assist with the coordination of meeting, seminars and other activities, including making the necessary arrangements for engineers from overseas to stay in the BVI. - Act as the Receptionist and Office Clerk
Screen and appropriately transfer calls and visitors accordingly. I also register all documents and packages received, deliver and collect packages, documents and utility bills. Additional Responsibilities include: - Member of the BVIEC Energy Conservation Committee. - Member of the BVIEC Job Evaluation Committee. - Liaison Officer for the Annual Public Service Week Events for the Corporation. - Assisted with the Administration of the BVI Electricity’s Official Facebook page.
- Authorized Driver of the Corporation’s vehicles.
Banco Popular de Puerto RicoOffice Clerk
Jul. 2008 - Jul. 2009Tortola, BVIAssists with documentation needed by underwriters to make a decision on a loan and assist with construction draw process, process advances on construction loans and provide administrative support to the management team and other staff throughout the organization. Additional duties included preparing loan commitment letters, requests for appraisal services, local credit check reports, mortgage loan payment coupons, mortgage interest payments through deferred items and collect and process mortgage application fee, debit and credit advice coupons.
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